Elevate Your Enterprise: Integrate Salesforce and Epicor

    Integrate Salesforce and Epicor

    Integrate Salesforce and Epicor

    Salesforce and Epicor are two of the most talked about giants in their respective software corners, providing CRM and ERP solutions for businesses of all sizes and industries. As certified partners of both vendors, we have extensive experience with each system and often come across clients running both Salesforce and Epicor to take care of processes on their shop floor and in their sales department. However, these companies are often running their CRM and ERP completely separately—leading to data errors, dual entries and miscommunications across different teams.

    Our solution for them is always the same: Salesforce and Epicor integration. Merging the two systems together creates a single, streamlined network for all of your company’s most important data, be it inventory or contact information. Integration also mitigates risk by taking care of sophisticated error handling and debugging without any stress on your end. Your business does not operate in non-communicative silos, so why should your software? Are you running the two systems separately? Why haven’t you integrated them yet? Here are a couple of reasons why you should start rethinking those excuses. 

    Information Anywhere

    Sales teams will be able to access real-time data from wherever they (and their mobile devices) are. Imagine how impressed clients will be when you can pull accurate info on your inventory stock levels, predict a delivery date and close the deal all inside the Salesforce app on your mobile device while on an off-site visit. Every process within your company can be completed more efficiently when it is all happening within one interconnected system. You can track clients and business processes from beginning to end so that every member of your company knows what is happening, and how their actions are affecting those before and after them in your pipeline.

    Customer Retention

    It just makes sense—when you have the most accurate data on both your customers and your business, you are going to be able to serve all of your clients better. Salesforce and Epicor integration will allow you insight into a customer from interest to sale: which marketing efforts first brought a customer in, what sales tactics kept them, what they ordered and if they might be looking to purchase again. You will know consumer demand ahead of time and be able to nurture and reengage previous customers so you are their first and only prospect when they repurchase.

    Moreover, Salesforce is able to collect predictive customer data, letting you know of patterns and trends in demographics or behavior that you need to keep your eye on. The relationship technology built into the Salesforce IQ tool will help you prioritize customers based on interest and likelihood of purchase. You can then use this data to develop a long-term plan for your inventory and production schedules. It will even identify potential leads that you haven’t yet reached out to, helping you warm up that introduction and impress the potential client with your knowledge of their business and how your company can align with it. You will always be ready to meet customer needs, keep customers happy and keep them coming back to your business.

    Reduce Inaccuracies

    Any sales, accounting or inventory management team member will shout it from the rooftops: dual entries of data are the bane of an organization’s existence. They waste time, muddy predictions and lead to inaccuracies in financial reporting and communication.

    Integrating systems will create a single source of truth for your company. Post Salesforce and Epicor integration, a data entry only needs to be made one time before it is synced between all of your software. The sooner you integrate Salesforce and Epicor, the smoother the data sync will go, as previous dual entries can often friction points between the two systems. Actively working to avoid dual entries in your enterprise systems ensures that you are saving time and avoiding costly mistakes that you need to go back in and fix later.

    Drive Costs Down

    Companies can often shy away from integration projects because of the perceived costs of such an endeavor. What they fail to take into account are the costs they are currently accruing as a direct result of avoiding Salesforce and Epicor integration. You lose valuable time and money combing through multiple systems just looking for that one customer’s phone number or figuring out why one system has much different results for a query than the other. Integration will cut your processes down by 50 percent, so that your employees are focusing on the jobs they were employed to do, not babysitting your IT system. We know that software is a considerable investment, and when you integrate Salesforce and Epicor, you are supercharging the ROI on both systems.

    Wrap Up

    If you haven’t embarked on a Salesforce and Epicor integration, what’s stopping you? It will advance your business in practically every area, from shop floor management to customer retention. With one single source of data, your company will be able to leverage information from every department to cut costs and drive revenue across the board.

    Here at Datix we have proudly developed Unity. It’s a tool specifically built for Epicor integrations. It makes an ERP and CRM (including Salesforce) integration hassle-free and cost-efficient. Our pre-built connection platform saves you the hassle of coding, handling errors, updating your system and making complex development modifications to either of your systems. Unity does all the work for you—and is completely invisible to the end user once implemented. So really, what’s the excuse now?

    Contact an expert integration consultant at Datix now to get started on your own Salesforce and Epicor integration.


    Matt Schuval

    Matt Schuval

    Matt, the Chief Executive Officer at Datix, is a thought leader in the ERP community and President of the Epicor Partner Council. He has a strong industry background that has allowed him to transform Datix into one of the top enterprise software consultants in the U.S.

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